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All of us have dreams for the future but most of us don’t know the best way to get there. We are your coach and counselor. We help you turn your dreams into goals and goals into reality.

Video Archive

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Money Minute- Saving Money at the Gas Station October 10, 2024 Have you been feeling the crunch at the gas station lately? Nichole sits down to provide tips on how to save money when purchasing gas.
Money Minute- Body Doubling September 12, 2024 Have you ever struggled to complete a tedious task? Nichole sits down to talk about body doubling and how it can be helpful to complete financial tasks.
Top Ten Google Questions with Tim Gardner- Stock Market August 9, 2024 Tim discusses the top ten most googled questions about the stock market. Side note- There is a small glitch around question 9. Apologies everyone!
Money Minute- Compulsive Spending July 9, 2024 Nichole sits down to talk about compulsive spending habits and provides tips on how to curb them. Securities offered through Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services...
Quarterly Report- Q1 of 2024 June 7, 2024 Tim and Nichole discuss the first quarter of 2024.
Money Minute- Financial Literacy May 17, 2024 Nichole sits down to give helpful tips on becoming more financially literate.
Take the Next Step Your path to financial freedom starts here.
  1. 1 Schedule A Consultation.

    We’ll get to know you and your financial objectives to figure out where to go from here.

  2. 2 Meet With Us.

    Together we’ll work towards a plan that is customized to your personal needs.

  3. 3 Move Toward Financial Success.

    As life changes, we’ll adjust your strategy to help match your new life situation.